2023 Form 5500 filing — Biotronik/Micro Systems Engineering 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015185524NAL0017075955001) for Biotronik/Micro Systems Engineering 401(K) Plan, reported by Biotronik Corporate Services Us, Inc. under EIN 83-2327967 and plan number 001. It reports 1,711 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185524NAL0017075955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Biotronik Corporate Services Us, Inc.
- EIN
- 83-2327967
- Plan number
- 001
- Location
- Lake Oswego, OR
- Participants
- 1,711
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $271,794,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $271,794,789
- Employer contributions
- $6,881,385
- Participant contributions
- $16,922,818
- Total income / additions
- $65,595,294
- Benefits paid
- $25,741,116
- Administrative expenses
- $219,499
- Total expenses
- $26,118,458
- Net increase / (decrease)
- $39,476,836
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $125,465 | $0 |
| Morgan Stanley | INVESTMENT ADVISOR | $52,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $42,034 | not reported in the loaded dataset |